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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-05
FL RA APPROVED 2026-01-26
  • TX RA
    APPROVED
    Since 2026-02-05
  • FL RA
    APPROVED
    Since 2026-01-26

Branch Locations

1 S School Avenue Suite 402, Sarasota, FL 34231 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Allied Securities, Inc San Diego CA 08/2017 09/2020
Ymca Of The Rockies - Snow Mountain Ranch Granby CO 05/2017 08/2017
Bistro 2110 At The Blackwell Inn And Conference Center Columbus OH 09/2016 05/2017
The Ohio State University Columbus OH 08/2015 05/2017
Commonwealth Financial Network Waltham MA 09/2020 01/2024
Commonwealth Financial Network Waltham MA 01/2024 01/2026
Kestra Investment Services, Llc Sarasota FL 01/2026 Present
Kestra Advisory Services, Llc Sarasota FL 01/2026 Present
  • 08/2017 → 09/2020
    First Allied Securities, Inc
    San Diego, CA
  • 05/2017 → 08/2017
    Ymca Of The Rockies - Snow Mountain Ranch
    Granby, CO
  • 09/2016 → 05/2017
    Bistro 2110 At The Blackwell Inn And Conference Center
    Columbus, OH
  • 08/2015 → 05/2017
    The Ohio State University
    Columbus, OH
  • 09/2020 → 01/2024
    Waltham, MA
  • 01/2024 → 01/2026
    Waltham, MA
  • 01/2026 → Present
    Kestra Investment Services, Llc
    Sarasota, FL
  • 01/2026 → Present
    Sarasota, FL
Previous Registrations
Other Businesses

Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/20/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: FREEMAN FINANCIAL, INC POSITION: Vice President NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/20/2026 ADDRESS: 1 South School Ave, Suite 402, Sarasota FL 34237, United States DESCRIPTION: I am the Vice President or Freeman Financial, Inc. and I assist James Freeman, the president in filing according to state requirements.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-18
  • S66 Uniform Combined State Law Examination
    2019-11-18
Designations
Other Names
  • Cameron Freeman

View on SEC IAPD

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